Matthew Lovell
Financial Solutions Advisor II
Durham,NC
Summary
As a motivated self-starter, I am passionate about assisting clients in reaching their personal, professional, and financial aspirations. I possess a thorough understanding of financial products and markets, complemented by a broad background in sales, management, and financial planning. My expertise is in forging strong relationships, negotiating effectively, and successfully closing sales. With outstanding interpersonal skills, I have consistently established rapport with clients, consultants, and team members. Throughout my career, I have shown a consistent track record of success in various industries and am deeply committed to helping individuals achieve their life objectives as a devoted financial advisor.
Overview
15
15
years of professional experience
9
9
years of post-secondary education
2
2
Certificates
Work History
AVP, Financial Solutions Advisor II
Bank of America - Merrill Lynch
11.2021 - Current
- Regularly surpassed performance benchmarks, gaining accolades from management for exceptional contributions to client satisfaction and revenue growth in line with company objectives.
- Grew the client portfolio via outreach and strategic partnerships, securing over 50 new investment accounts and attracting more than $7 million in new deposits to the firm in the third quarter.
- Assisted clients in creating customized financial plans designed to fulfill their extensive financial goals using a consultative method.
Workplace Planning Consultant 1
Fidelity Investments
08.2021 - 11.2021
- Completed a training program before accepting an improved career opportunity to return to Bank of America/Merrill Lynch.
Disability & Advanced Planning Sales Consultant
Policygenius
12.2020 - 08.2021
- Recommended whole-life and long-term disability insurance coverage based on analysis of customers' circumstances employing persuasive sales techniques.
- Led team sales results by submitting an average of over 50 new insurance policy applications each month.
- Handled approximately 400 outbound sales consultation calls per week to identify and qualify individuals interested in purchasing insurance coverage.
Investment Advisor Representative
Principal Financial Group Inc
05.2020 - 12.2020
- Educated clients on diverse financial topics and offered tailored professional advice on investment opportunities, products, and services to meet each client's unique needs.
- Assisted clients in planning and funding their retirements through mutual funds, annuities, and various strategies to manage, personalize, and diversify their portfolios. Additionally, I actively pursued leads, scheduled appointments, and acquired new clients to boost revenue.
Relationship Manager
Bank of America
07.2018 - 05.2020
- Proactively reached out to clients to identify their financial needs and scheduled appointments for relationship reviews.
- Maintained regular communication with clients to assess their requirements, review their current product usage, and introduce new products.
- In collaboration with financial advisors and the branch team, I generated new business and cultivated referral clients.
Financial Representative
Northwestern Mutual
01.2018 - 06.2018
- Conducted client interviews to evaluate income, expenses, insurance coverage, tax status, financial objectives, investment goals, and risk tolerance, in order to develop and implement strategic financial plans.
- Made over 40 outbound calls daily to schedule meetings with potential clients
Outside Sales Consultant
Charter Communications, Spectrum
04.2017 - 12.2017
- Tasked with establishing rapport with prospective clients, securing and overseeing new accounts, guaranteeing total customer satisfaction, and monitoring orders to ensure fulfillment within the designated territory.
- Visited over 40 new households daily, discovered new client opportunities, and consistently improved my personal closing ratio, finishing each month 20-60% above the sales target.
Sales Manager
AT&T Mobility
10.2009 - 03.2017
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
- Handled all customer relations issues pleasantly, enabling quick resolution and client satisfaction.
Education
MBA - Master of Business Administration
East Carolina University
Greenville, NC 10.2009 - 07.2014
Bachelor of Arts - Psychology
East Carolina University
Greenville, NC 08.2005 - 07.2009
Skills
Investment planning
Additional Information
- FINRA: Series 7, 65 & 63
- Life Insurance
- Accident & Health or Sickness
- Medicare Supplement & Long-Term Care
- Variable Life & Variable Annuities
Certification
Chartered Retirement Planning Counselor CRPC®
Timeline
AVP, Financial Solutions Advisor II
Bank of America - Merrill Lynch
11.2021 - Current
Workplace Planning Consultant 1
Fidelity Investments
08.2021 - 11.2021
Disability & Advanced Planning Sales Consultant
Policygenius
12.2020 - 08.2021
Investment Advisor Representative
Principal Financial Group Inc
05.2020 - 12.2020
Relationship Manager
Bank of America
07.2018 - 05.2020
Financial Representative
Northwestern Mutual
01.2018 - 06.2018
Outside Sales Consultant
Charter Communications, Spectrum
04.2017 - 12.2017
MBA - Master of Business Administration
East Carolina University
10.2009 - 07.2014
Sales Manager
AT&T Mobility
10.2009 - 03.2017
Bachelor of Arts - Psychology
East Carolina University
08.2005 - 07.2009
Chartered Retirement Planning Counselor CRPC®
Accredited Wealth Management Advisor AWMA®
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